The New Business Review Officer (NBRO) is responsible for partnering with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management

The NBRO brings a holistic view of each new business opportunity and supports new business efforts by enabling timely, well-structured onboarding, identifying document and administrative issues early, and helping internal partners advance opportunities to acceptance with clear, practical guidance consistent with the firm’s risk standards.

The NBRO works closely with senior leadership, Trust Officers, Wealth Advisors, Bankers, Specialty Asset groups, and other integrated team members. As a component of evaluating and accepting new business, the NBRO may interact with outside attorneys and recommend and/or negotiate the terms of trusts and related documents to align intent, fiduciary duty, o...